DFSTX Mutual Fund

NAV$61.25

AUM$19.8B

TER0.27%

Holdings2,072

DFSTX Mutual Fund

NAV$61.25

DFA US Small Cap Portfolio Institutional Class

AUM$19.8B

TER0.27%

Holdings2,072

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Holdings Overlap Analysis

Compare DFSTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DFSTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DFSTX Mutual Fund Overlap Analysis

DFSTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

DFSTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2072 holdings, DFSTX may share significant positions with broad-market funds.

DFSTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DFSTX tax-loss harvesting finds highly correlated but non-identical funds.